SKAGEN Focus: Exceptionally strong end to the year
Par: Jonas EdholmFollowing a very strong last quarter for the fund, SKAGEN Focus posted a solid absolute return for 2020.
Jonas Edholm
Portfolio Manager
Jonas manages the equity fund SKAGEN Focus.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
About Jonas
Experience
- Joined SKAGEN in January 2015
- Founder and Portfolio Manager, Labrusca Family Office, Stockholm, Sweden
- Founder and Portfolio Manager, Lundbark & Co Fondförvaltning, Stockholm, Sweden
- Lead Portfolio Manager, LF Capital, New York
- Tactical Asset Allocation, Derivatives Trader, Länsförsäkringar Asset Management, Stockholm, Sweden
- Risk Management, Wasa Asset Management, Stockholm, Sweden
Education
- MSc Business Studies and Economics, University of Uppsala, Sweden
- Studied at University of Strathclyde, Glasgow, Scotland
Value investing: the big reset
Par: Jonas EdholmFollowing a decade in the wilderness, value investors like ourselves may finally be witnessing the beginning of a major turn in the investment cycle. We ...